ICICI Prudential Energy Opportunities Fund vs INFRAETF

Portfolio Overlap Analysis · ICICI vs ICICI

30.4%
Moderate Overlap
12 common stocks · Rank #5699 of 28,282 pairs
Fund A
ICICI Prudential Energy Opportunities Fund
ICICI · Sectoral - Energy
Fund B
INFRAETF
ICICI · Sectoral - Infra

Common Holdings (10)

StockWt% in ICICI Prudential Energy OpportWt% in INFRAETFOverlap
Reliance Industries Ltd.
Petroleum Products
9.33%19.20%9.33%
NTPC Ltd.
Power
9.44%4.61%4.61%
Larsen & Toubro Ltd.
Construction
3.59%12.41%3.59%
Oil & Natural Gas Corporation Ltd.
Oil
9.07%2.72%2.72%
Tata Power Company Ltd.
Power
4.60%1.94%1.94%
Bharat Petroleum Corporation Ltd.
Petroleum Products
6.09%1.86%1.86%
Indian Oil Corporation Ltd.
Petroleum Products
8.86%1.58%1.58%
Cummins India Ltd.
Industrial Products
2.12%1.40%1.40%
GAIL (India) Ltd.
Gas
2.01%1.39%1.39%
Power Grid Corporation Of India Ltd.
Power
1.12%3.83%1.12%

Unique to ICICI Prudential Energy Opport

  • Oil India Ltd.3.10%
  • Coal India Ltd.2.96%

Unique to INFRAETF

  • Bharti Airtel Ltd.15.17%
  • Ultratech Cement Ltd.4.23%
  • Interglobe Aviation Ltd.3.37%
  • Grasim Industries Ltd.3.05%
  • Adani Ports and Special Economic Zone Ltd.2.95%

Sector Overlap Breakdown

Petroleum Products
12.9% (4)
Power
7.7% (3)
Construction
3.6% (1)
Oil
2.7% (1)
Industrial Products
1.4% (1)
Gas
1.4% (1)
Electrical Equipment
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.